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PIMCO Active Bond Exchange-Traded Fund

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.45% more ownership

Funds ownership: 41.14%136.59% (+95%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $895M → $1.06B (+$168M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 225228 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.22%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.43M -$562K -5,461 -14%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$3.38M +$494K +4,800 +17%
PFA
53
Paradigm Financial Advisors
Missouri
$3.31M -$100K -972 -3%
BWM
54
BerganKDV Wealth Management
Minnesota
$3.27M +$173K +1,677 +6%
LP
55
LGL Partners
Pennsylvania
$3.21M +$2.03M +19,771 +174%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$3M +$398K +3,864 +15%
WCM
57
Weik Capital Management
Pennsylvania
$2.85M +$31K +301 +1%
PAM
58
Peak Asset Management
Colorado
$2.77M +$40.5K +394 +1%
Prudential Financial
59
Prudential Financial
New Jersey
$2.74M -$51.4K -500 -2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.74M -$32.2K -313 -1%
FAAS
61
First Allied Advisory Services
California
$2.74M -$223K -2,171 -8%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$2.69M -$701K -6,810 -21%
BC
63
Bartlett & Co
Ohio
$2.69M -$701K -6,810 -21%
APA
64
American Portfolios Advisors
New York
$2.62M +$20.4K +198 +0.8%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2.54M +$52K +505 +2%
CAN
66
Cetera Advisor Networks
California
$2.51M +$281K +2,731 +13%
SPIA
67
Steward Partners Investment Advisory
New York
$2.49M +$152K +1,475 +7%
PVH
68
Psagot Value Holdings
Israel
$2.37M -$235K -2,281 -9%
SMFG
69
Sumitomo Mitsui Financial Group
Japan
$2.06M
PAG
70
Private Advisor Group
New Jersey
$1.99M -$3.31M -32,132 -62%
SWM
71
SVA Wealth Management
Wisconsin
$1.98M +$1.97M +19,165 New
WA
72
Winfield Associates
Ohio
$1.95M -$278K -2,700 -13%
US Bancorp
73
US Bancorp
Minnesota
$1.88M +$305K +2,969 +19%
AT
74
Arden Trust
Delaware
$1.83M -$15.1K -147 -0.8%
KLI
75
Kelman-Lazarov Inc
Tennessee
$1.78M -$173K -1,679 -9%

BOND Hedge Fund Activity: Q2 2018 in Review

228 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2018, worth a combined $1.06B — up 19% from $895M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BOND positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.93B. The largest seller was Patton Albertson Miller Group, cutting an estimated $5.6M.

  • 228 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 24 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2018 and 20 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.93B added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2018 was Patton Albertson Miller Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2018.